Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$4.2M
- Health$4.0M
- Dental$4.0M
- Prescription drug$4.0M
- Short-term disability$65K
- Long-term disability$45K
- +2 more
Sponsor portfolio
GELLER & COMPANY LLC
EIN 13-4149326financial servicesLatest filing 2025
Plans
2
Retirement
1
$114.8M assets
Welfare
1
$4.2M premiums
Participants
572
99 PARK AVENUE, 10TH FLOOR - NEW YORK, NY 10016212-583-6000gellerco.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.2M premiums / 327 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY96%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK3%
- VISION SERVICE PLAN0%
Broker market share
Schedule A broker compensation
100%top
- PENTRA LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GELLER & COMPANY LLC 401(K) PLAN
401k
Assets$114.8M
Participants430
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GELLER & COMPANY EMPLOYEE BENEFITS PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES
Premiums$4.2M
Covered lives327
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GELLER & COMPANY LLC 401(K) PLAN | 401k | $114.8M | 430 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GELLER & COMPANY EMPLOYEE BENEFITS PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $4.2M | 327 | 2025 |
Retirement plans
Welfare plans